+1,470.0%
ALNY vs VCIT
+98.3%
+1,371.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +12.2% | -0.3% | +12.6% | +12.4% |
| 30D | +16.3% | -0.8% | +17.1% | +16.8% |
| 3M | -12.4% | -1.0% | -11.4% | -11.9% |
| 6M | -18.7% | -1.8% | -16.9% | -17.9% |
| YTD | -33.1% | -0.7% | -32.4% | -32.8% |
| 1Y | -41.3% | +1.0% | -42.3% | -41.6% |
| 3Y | +32.3% | +18.8% | +13.4% | +23.1% |
| 5Y | +34.8% | +3.5% | +31.3% | +23.5% |
| 10Y | +284.7% | +29.2% | +255.5% | +295.4% |
| All | +1,470.0% | +98.3% | +1,371.7% | +2,120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VCIT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling